Senior Financial Planning Administrator

mbf.; Crewe; Hybrid; GBP 32,000 - 35,000; Full time

Benefits offered by this job

Pension contribution 5%

Health cashback

Birthday half-day

Wellbeing vouchers

Flexible hours

Job summary

mbf. is seeking an experienced Senior Financial Planning Administrator to join the team in Sproston, Cheshire. This hands-on role covers pensions, investments and protection administration with a focus on accuracy and efficiency.

You will support colleagues, manage complex cases, and contribute to process improvements while working in a close-knit environment with flexible hours and hybrid working options.

Qualifications

• Experience in a financial planning or IFA administration role is essential.
• Ability to handle a broad range of pensions and investment business.
• Strong knowledge of provider platforms and Intelliflo Office.
• Experience mentoring or supporting colleagues is useful, not required.

Responsibilities

• Manage pensions, investments and protection administration from submission to completion.
• Handle more complex client administration cases independently.
• Process new business, withdrawals, top-ups and portfolio rebalances.
• Prepare illustrations, application documentation and client packs.
• Maintain accurate client records on Intelliflo and provider systems.

Skills

Financial planning

IFA administration

Pensions processing

Client communication

Detail oriented

Tools

Intelliflo Office

Provider platforms

Job description

Senior Financial Planning Administrator

Location: Sproston, Cheshire

Salary: £32,000-£35,000

Working arrangements: Potential for flexible hours and hybrid working

An established independent financial planning firm is looking for an experienced Financial Planning Administrator to join its close-knit team in Sproston.

This is a hands-on administration role for someone who can confidently manage a broad range of pensions and investment cases, take ownership of more complex work and provide guidance to a colleague who is continuing to develop.

You won't be moving away from day-to-day administration into a management position. Instead, you'll become a trusted and experienced member of the team, helping maintain high standards while ensuring client work is completed accurately and efficiently.

The role

Your responsibilities will include:

• Managing pensions, investments and protection administration from submission through to completion
• Handling more complex client administration cases
• Processing new business, withdrawals, top-ups, fund switches and portfolio rebalances
• Obtaining illustrations and preparing application documentation
• Gathering information from providers and checking it for accuracy
• Preparing valuations, client review packs and meeting documentation
• Maintaining accurate client records on Intelliflo and provider platforms
• Liaising with clients, advisers, providers and outsourced support
• Monitoring outstanding work and progressing cases within agreed timescales
• Supporting a less experienced administrator with technical queries and more complex cases
• Sharing knowledge and helping improve administrative processes
• Assisting with basic suitability and no-change letters where appropriate

Research and full recommendation report writing are currently outsourced, so this is primarily an administration position rather than a paraplanning role.

About you

You will need:

• Previous experience within a financial planning or IFA administration role
• Experience processing a broad range of pensions and investment business
• Strong working knowledge of provider platforms
• Experience using Intelliflo Office
• The ability to manage more complex cases independently
• Excellent attention to detail and organisational skills
• Confidence communicating with clients, providers and colleagues
• A collaborative approach and willingness to support someone who is still developing

Previous mentoring or training experience would be useful, but formal management experience is not required.

Salary and benefits

• Salary of £30,000-£35,000
• 5% employer pension contribution
• Bank holidays in addition
• Health Shield cashback plan
• Gifted half-day off for your birthday
• Discretionary wellbeing gifts and vouchers
• Potential for flexible hours and hybrid working

There may be an opportunity to develop towards a trainee paraplanner position in the future. However, experienced career administrators who want to remain within administration will be equally valued.